Glenda on 07876 757170 or Bernie on 07771 686222 info@jigsaw-fp.co.uk

Your Window on Money

Our Quarterly Client Newsletter

AUTUMN 2019 EDITION

Your Window on Money seeks to address topical issues that are likely to be of interest to most readers; please do not hesitate to contact us should require further information on any of the articles, or any other financial matter.

Your Window on Money - download the latest issue

Inside this issue

  • How much do you need to retire comfortably? People on an average salary who wish to retire at the age of 65 will now typically require a pension pot of almost £450,000

  • Gender protection gap revealed Recent figures highlight a substantial difference in protection sums assured across the gender divide

  • In the news … A whistle stop tour of some of today’s trending personal finance news flow
  • On your radar – key personal finance tips Taking the time to tune in to a few key pointers can really benefit your finances

  • Financial lessons for the next generation While discussions about money can be uncomfortable, the key to instilling financial responsibility centres on education and communication

  • Poor financial wellbeing impacting employees If your finances cause you sleepless nights, you’re certainly not alone

  • Planning for a family While financial planning may not be the most interesting task on your ‘to do’ list when planning a family, it is amongst the most critical

  • Save to succeed 20% of 16-21-year olds believe they “need savings to succeed in life”

  • JISAs gaining in popularity As the emphasis on intergenerational wealth planning intensifies, the popularity of the JISA shows no sign of subsiding

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

NEWSLETTER ARCHIVE

Summer 2019 inside this issue

In the News  //  Investment jargon made simple  //  Savings – do you need a nudge?  //  When will you retire?  //  Saving £2,880 a year could provide a retirement windfall for your child  //  Generation X top the pensions savings chart  //  Huge rise in protection policy take-up  //  Millennials could save £10.5bn by making a few lifestyle swaps

Spring 2019 inside this issue

In the News  //  Financial mistakes even the experts can make  //  Scams update – new warnings issued  //  Worry for carers without protection policies  //  ‘Sandwich generation’ facing major challenges  //  Tax allowances – use them or lose them!  //  Financial advice for new parents  //  Middle classes most impacted by Inheritance Tax

Winter 2018/19 inside this issue

Does your money need a personal trainer?  //  Single adults find it hard to save  //  How to side-step retirement remorse  //  Self-employed? Prioritise your pension in 2019  //  Poor health prompts retirement  //  Pensions – there’s good news!  //  Make 2019 the year you get the protection you need  //  Time to top up your ISA?

Autumn 2018 inside this issue

Is your family financially-savvy?  //  In the News  //  What are the main asset classes?  //  Seven out of ten pension savers favour retirement income targets  //  More taking out protection policies as health consciousness rises  //  Reached your half-century? How to plan for retirement  //  Adults carry out 109 life admin tasks per year  //  Women are better savers than men.

Summer 2018 inside this issue

Pensions jargon – busted  //  Are millennials saving enough for retirement?  //  Early retirement could disappear by 2035, so it’s time to plan  //  Power of Attorney – record numbers entrusting

Spring 2018 inside this issue

Five personal finance habits we should all adopt  //  More than £400 million languishing in old pension pots  //  Two-thirds without life insurance despite health worries  //  Dividend allowance reduction from April 2018

Winter 2017/18 inside this issue

One in three retirees will have to rely in the state pension  //  Where will you live in retirement?  //  Don’t leave your loved ones facing financial ruin  //  Do we need targets to help us save more for retirement?  //  Addressing your personal finance weak spots

Autumn 2017 inside this issue

Millennials: don’t overlook the benefits of insurance // Pension freedoms – don’t lose out! // A few personal finance facts we all need to know // How employees can unlock ‘free’ pension cash // Plan now for a comfortable retirement

Summer 2017 inside this issue

What the election result might mean for your money // Parents more likely to insure their possessions than their health // Be aware – new online scams reported // The 17 million ‘sandwich generation’ // Remarriage – why you need to update your Will

Spring 2017 inside this issue

Does it make sense to combine your pension pots? // The peace of mind that protection policies can provide // Power of Attorney – why numbers are rocketing // Happy 5th Birthday to the Junior ISA // Regrets people have in retirement, and how to avoid them

Autumn 2016 inside this issue

Junior ISA – cash or stocks and shares // Surviving financially after the death of a loved one // How much will you spend in retirement? // Will Brexit derail pension freedoms? // Annuities – where are we now?

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

Share This